Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
To liaise with other Finance Managers and report to the Service Lead in the coordination of resources throughout the whole accountancy service to ensure adequate accountancy support for the Council and schools.
To effectively lead and manage the finance team that undertakes preparation and production of the annual financial statements, Whole Government Accountants, statutory returns, and the Accounts Payable and Receivable functions.
To coordinate key accounting functions in respect of the production of the annual financial statements, Whole Government Accounts, and liaison with external auditors.
Are you a Finance Manager with ACCA / ACA / CIMA Qualification or similar looking for a varied and autonomous where you will oversee Financial processes and undertake hands-on work within a well-established yet growing SME who offer opportunity to increase your earnings through a bonus and to be the technical Finance expert in the company?
£50,000 - £55,000 Company Bonus Progression Company Benefits
You'll help with frame adjustments, repairs, and fittings.
Additionally, you may perform some pre-screening eye examinations and administrative tasks such as scheduling appointments, supporting the phone lines from customer queries and processing payments.
As a Retail Optical Assistant at Vision Express, you'll assist our customers in finding and selecting eyewear that meets their needs.
Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients.
General
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future